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What will be the qualities in a mutual fund agent?


What will be the qualities in a mutual fund agent?

He should have past track records in delivering performance in the portfolio he managed.
He should be approachable and explain with patience to novice investors. He should know ways to diversify your money into different funds in line with your desire, either conservative or more risk-oriented for higher growth.
He should work for a Fund with sufficient Maturity and Track Records. Large size also implies maturity. It is practically impossible for a fresh investment company to accumulate $3 billion of assets, let alone 100 times that much, until either the fund has been in existence for a good many years, or else its management group has an established reputation strong enough to draw capital rapidly into a new fund. Wishing you well on your mutual fund investing! Educate yourself before you put in your hard-earned dollars. http://www.101stockinvestments.com/Mutua...

(1) Clear understanding of Quantifying MF performances in real
time - understand Why Sharpe Ratio is NOT an accurate measure by itself,hence its limitations.(2) Represent with REASONS why within a MF Sector,MF1 is better than MF2 is better than MF3,etc (where MF1, MF2, MF3,..etc are Mutual Funds from competing Fund Managers with strong correlation), hence his Investment Fund choice.

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